UBS On-Air: Market Moves Meet Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities
Sep 24, 2025
Ulrike Hoffmann-Burchardi, the Chief Investment Officer Americas and Global Head of Equities at UBS Wealth Management, shares her insights on the transformative role of AI in investing. She discusses her journey from financial econometrics to building quant equity strategies and the advancements brought by transformer models. Ulrike outlines her vision for CIO Americas, emphasizing a three-lens equity framework while addressing client concerns about market highs. Outside of work, she enjoys cooking and family time, including cheering for her daughters' band.
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From Quant Beginnings To Transformer Breakthroughs
- Ulrike described her career arc from financial econometrics to building quant equity at Tudor where she first tried neural networks.
- She recounted early struggles predicting S&P and how transformer models improved predictions and broadened AI capabilities.
Three-Lens Equity Framework
- Ulrike introduced a three-lens equity framework: macro, bottom-up fundamentals, and transformational innovation.
- She argued transformational innovation is underappreciated but a major driver of equity value creation.
Organize Teams Around Investment Strategy
- UBS reorganized its equity teams by the three lenses and aligned resources to the return opportunity set.
- Structure investments around strategy and form global teams focused on AI, re‑sources, and longevity.